Jesse Clayton Taylor

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Mariner
  Overland Park, KS
• 07/2015 → 07/2017
  University Of Chicago
  Chicago, IL
• 05/2016 → 08/2018
  Jdem Properties Llc
  Niles, IL
• 08/2018 → 11/2019
  Self-Employed
  Centerville, OH
• 11/2019 → 09/2021
  Leaflink
  Los Angeles, CA
• 09/2021 → 01/2022
  Payqwick
  Los Angeles, CA
• 01/2022 → 03/2025
  Self-Employed
  Los Angeles, CA

Previous Registrations

• 2011-06-08 → 2015-07-31
  Barclays Capital Inc.
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-05
• S66 Uniform Combined State Law Examination
  2024-10-21
• S63 Uniform Securities Agent State Law Examination
  2006-09-22